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Estate Planning 101 – Wamsutta Club, New Bedford 5:30pm-7pm

August 12 @ 5:30 pm - 7:00 pm


At this FREE educational seminar, you will learn the basics of Estate Planning including:

  • The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations)
  • How to determine who to designate for making medical, legal and financial decisions on your behalf
  • Strategic solutions to protect your earnings and assets from long-term care costs
  • Clarity in the difference of Medicaid eligibility requirements and tax rules as it applies to the dreaded “look back” period
  • Understand the difference between Irrevocable and Revocable Trusts and how they can be used to achieve your goals
  • Protecting your assets and leaving a legacy for your children & grand-children
  • Eliminate or minimize Estate Taxes upon your passing
  • Save your loved ones time, money and added grief when that day arrives!

(* U.S. Dept. of Health and Human Services, 2015)

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August 12
5:30 pm - 7:00 pm


Wamsutta Club
427 County Street
New Bedford, MA 02740 United States
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